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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,334 | $211,224-48.7% | $178,505-39.3% | $145,897-25.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.89% | 30.28%-20.4pp | 27.16%-17.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $9,035 | $4,577+97.4% | $3,955+128.4% | $4,663+93.8% |
| Participant deferral / active EE | $5,856 | $6,966-15.9% | $6,280-6.8% | $6,689-12.5% |
| Admin fee / account holder | $39,570 | $12,109+226.8% | $10,428+279.5% | $13,390+195.5% |